Kaitlyn
Ramsay

Putnam Investment Management, LLC

CRD#5472396
Investment Advisor
in Boston, MA

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About this Advisor

Kaitlyn Ramsay is an investment advisor whose office is in Boston, Massachusetts. Currently a registered investment advisor at Putnam Investment Management, LLC, they have accrued 13 years of professional experience. Ramsay holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Ramsay can work with customers based out of Massachusetts. Throughout their career, Ramsay has worked at Full Time Education, Aarp, Putnam Inv./Putnam Retain Management, Lpl Financial, Santander Securities LLC, Sovereign Bank, Southern New Hampshire University and Putnam Retail Management. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As an advisory firm, Putnam Investment Management, LLC oversees $89 billion in assets covering 154 client accounts and employs more than 303 people. The amount of assets the firm manages makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 154 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$88,631,299,657

MA Average: $16,012,751,954
Total Number of Employees

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Kaitlyn Ramsay Work History

Kaitlyn has 14 years of experience.

2016 - Present (4 years)

Putnam Retail Management

2013 - 2016 (3 years)

Southern New Hampshire University

2012 - 2012 (< 1 year)

Lpl Financial

2012 - 2013 (1 year)

Santander Securities LLC

2012 - 2012 (< 1 year)

Sovereign Bank

2010 - 2010 (< 1 year)

Aarp

2010 - 2012 (2 years)

Putnam Inv./Putnam Retain Management

2006 - 2010 (4 years)

Full Time Education

Disclosures

Kaitlyn Ramsay has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Nicole Spinosa
Boston, MA
Kyle Bramble
Boston, MA
Alexandra Nawoichik
Boston, MA
Jennifer Karpinski
Boston, MA
Chad Kastner
Boston, MA
Asad Elmi
Boston, MA
Linda Phelps
Boston, MA

This content was compiled from the SEC and FINRA.

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